if we're looking for more stimulus or monetary action, i think it's a very positive sign. > > it's good maybe compared to spain, which is 25%, but it matters what kinds of jobs they're doing. we need economic value. if they are working at starbucks, if they are working at retail stores, that is not really providing for the economy. > > it's getting better. what andrew's forgetting- > > getting better? it's the lowest it's been since obama has been president, yes, but historically it's extremely high. > > a lot of people are leaving the workforce- > but is it good for the stock market? is it good for the stock market? > > it could have a muted effect- > > if it keeps going down, then it's good. but if it stays at 7.7%, it's not good. > round two: stocking up on confidence - consumer spending is back to 2007 levels again. what stocks do you buy to take advantage of the consumer confidence rebound? > > my two favorite stocks - and if you look at them, the p/e's are really high, but the growth rates are unbelievable - is amazon and lululemon. if you look at charts of both of these, these ar